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Original filing (PDF)20250916085116NAL0002342816001
MEDINA ELECTRIC COOPERATIVE, INC.
Form 5500
FILING_RECEIVED
MEC 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
143
Accounts w/ balance
169
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2040 Fund Vanguard 0" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDINA ELECTRIC COOPERATIVE, INC..
Plan sponsor
Name
MEDINA ELECTRIC COOPERATIVE, INC.
EIN
74-0779023
Address
2308 18TH STREET · HONDO, TX · 78861
Phone
(830) 741-7246
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BOLINGER, SEGAR, MOSS AND GILBERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $10K | — |
Investments
21 direct securities · 2 pooled funds· $16.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.2M
21 holdings
Common Collective Trust
$241K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $5.1M | 30.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.9M | 11.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 9.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.3M | 7.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 6.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $683K | 4.1% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $662K | 4.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $643K | 3.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $503K | 3.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 52 JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $466K | 2.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $446K | 2.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $436K | 2.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $432K | 2.6% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $241K | 1.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $209K | 1.3% | |
| MassMutual Small Cap Growth Equity I MassMutual 0 | — | — | — | $192K | 1.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $169K | 1.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $165K | 1.0% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $121K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $80K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $44K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| WELLS FARGO GALLIARD STABLE VALUE C WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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